Trustees, Carpenters Savings Fund of retirement plans

Trustees, Carpenters Savings Fund of, Philadelphia, PA. EIN 23-2508131. Annual reports 2009–2022. Also filed as Trustees Carpenters Savings Plan of Philadelphia; Philadelphia and Vicinity.

Trustees, Carpenters Savings Fund of has no active retirement plan on file. Its last annual report was for 2022. Its Carpenters Savings Plan of Philadelphia and Vicinity was merged into Northeast Carpenters Annuity Fund in 2022. No traditional pension plan appears in Trustees, Carpenters Savings Fund of's filings since 2009.

Active plans: 0
Plans on file: 1
Industry: Construction

The plan

Carpenters Savings Plan of Philadelphia and Vicinity

Profit-sharing planMergedUnion (multiemployer)

Merged. In 2022 its assets moved to the Northeast Carpenters Annuity Fund, sponsored by Eastern Atlantic States Carpenters Annuity Fund (EIN 22-2406812, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 23-2508131
Participants (2021): 8,078
Net assets (2021): $222 million
Recordkeeper: NewportEarlier: BNY Mellon (2018–2021), Conduent (2011–2017)
Plan administrator: Trustees, Carpenters Savings Fund of
1811 Spring Garden Street
Philadelphia, PA 19130
(215) 568-0430As filed for 2022
In effect since: June 19, 1989

Earlier sponsor: Trustees Carpenters Savings Plan of Philadelphia (2009–2015).

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	Newport
2021	8,078	$222 million	BNY Mellon
2020	8,041	$241 million	BNY Mellon
2019	8,493	$203 million	BNY Mellon
2018	8,734	$219 million	BNY Mellon
2017	8,295	$208 million	Conduent
2016	8,168	$198 million	Conduent
2015	8,059	$181 million	Conduent
2014	7,913	$191 million	Conduent
2013	8,029	$186 million	Conduent
2012	8,240	$174 million	Conduent
2011	8,578	$164 million	Conduent
2010	8,999	$171 million	not listed
2009	9,440	$159 million	not listed

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Carpenters Savings Plan of Philadelphia and Vicinity

If you had money in one of these plans

What these numbers are

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